Loans taken from an Individual 401(k) account can impact the 401(k) account’s investment value, reducing the opportunity to grow the investment. Interest paid on loan is non tax-deductible. Interest on loans paid by clients is contributed back into the client’s Individual 401(k) accounts.
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You should consult with your own financial and tax advisor before making a rollover decision.īeagle Invest, LLC offers Individual 401(k) accounts with loan provisions that allow for participant loans at an interest rate equal to the prime rate plus 1-2 percentage points. You should consider all the factors that should be evaluated in a rollover decision including investment options, fees, expenses, penalties and account protections from legal and creditor risks, and make a comparison to your current retirement account.
Information provided by Beagle is only for general purposes and is not intended to replace any individualized recommendations for you to follow a particular suggestion. When deciding whether to rollover a retirement account, you should carefully consider your personal situation and preferences.
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Clients should promptly update their profile information on the Beagle website when financial circumstances or investment objectives change. Suggested portfolio recommendations for each client are dependent upon current and accurate financial and risk profiles. Fees for individual ETFs in the portfolios will reduce a client’s return and fee information can be obtained in the individual ETF’s prospectus. Consider your investment objectives and Beagle Invest, LLC fees and expenses before investing. Past performance does not guarantee future results. Investing involves risk, including loss of principal. Beagle Invest, LLC reserves the right to restrict or revoke any and all offers at any time. Use of third party company logos does not imply any affiliation with or endorsement by those companies. Articles and customer support materials available on this website are for educational purposes only. Securities in accounts are protected up to $500,000 ( ).īy using this website, you understand that the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides clearing and execution services and serves as qualified custodian for advisory assets of Beagle Invest, LLC clients. and/or Beagle Invest, LLC (as applicable).īeagle Invest, LLC is an SEC Registered Investment Advisor. Usage will be monitored.īeagle, Beagle Invest and Beagle Financials and any related logos and slogans are registered trademarks or trademarks of Beagle Financial Services, Inc. All copying, distribution, transmission, republication and any other unauthorized use and access are prohibited. and its subsidiaries and affiliates, including Beagle Invest, LLC. This website, including all content, technology, services and related intellectual property, is the proprietary information of Beagle Financial Services, Inc.
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